With Selipsky Out, What’s Next For AWS? - “AWS’s differentiation historically has been in infrastructure. Rather than compete in areas like enterprise software suites, it can double down on custom silicon GPUs as an NVIDIA alternative. AWS could bring its “go build it” cloud strategy to genAI to help customers home in on use cases that matter most rather than pushing AI everywhere. Still, this approach risks ceding ground to Azure as Microsoft courts business users by embedding AI into souped-up versions of Microsoft 365 and Dynamics while rolling out OpenAI-based services more generally. Google Cloud, which climbed into many enterprise accounts as a second or third cloud focused on data, has its own powerful AI offerings as well as general-purpose cloud capabilities. Oracle Cloud Infrastructure is now in the mix for enterprise cloud customers, putting pressure on AWS and others with its low egress charges and overall price competition, as well as its premium database services and growing AI offerings. Red Hat continues to have a strong play in multicloud and hybrid environments."